May Hill Capital’s SAP SAP Stock Holding History

May Hill Capital’s Portfolio SAP Stock Details SAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$997K	Buy	5,824 +2,467	+73%	+$509K	0.25%	73
2025 Q4	$815K	Sell	3,357 -46	-1%	-$11.7K	0.22%	77
2025 Q3	$909K	Sell	3,403 -219	-6%	-$61.6K	0.27%	64
2025 Q2	$1.1M	Buy	3,622 +1,460	+68%	+$418K	0.36%	49
2025 Q1	$580K	Buy	2,162 +632	+41%	+$172K	0.22%	73
2024 Q4	$377K	Buy	+1,530	New	+$364K	0.15%	96

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

May Hill Capital's SAP Position: Q1 2026 in Review

May Hill Capital increased its SAP (SAP) stake by 73% in Q1 2026, buying an estimated $509K and bringing the position to 5,824 shares worth $997K. The position accounts for 0.25% of the portfolio, ranked #73.

May Hill Capital first reported a position in SAP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.1M in Q2 2025. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

May Hill Capital held 5,824 shares of SAP worth $997K as of Q1 2026.
May Hill Capital bought 2,467 SAP shares in Q1 2026, an estimated $509K.
SAP made up 0.25% of May Hill Capital's portfolio in Q1 2026, its #73 holding.
May Hill Capital first reported a position in SAP in Q4 2024 and has held it in 6 quarters since.
May Hill Capital's SAP position peaked at $1.1M in Q2 2025.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on May Hill Capital's 13F filing for Q1 2026, filed 6 May 2026.